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Wells Fargo
WFC

Overview Fund Activity

1,935 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 715 increasing their positions, 877 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.5%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.68%
New
106
Increased
715
Reduced
877
Closed
107
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$753M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$267M
3
ClearBridge Investments
ClearBridge Investments
New York
+$196M
4
Goldman Sachs
Goldman Sachs
New York
+$151M
5
Victory Capital Management
Victory Capital Management
Texas
+$144M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.59B
2
Capital International Investors
Capital International Investors
California
-$1.18B
3
BlackRock
BlackRock
New York
-$456M
4
BBHC
Brown Brothers Harriman & Co
New York
-$413M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1926
UMB Bank
Missouri
$4.87K -$46 -904 -0.9%
FCH
1927
Freestone Capital Holdings
Washington
$3.67K +$787 +15,597 +27%
FEM
1928
Fulcrum Equity Management
Texas
$3K +$3K +61 New
FMP
1929
Financial Management Professionals
Texas
$3K +$3K +61 New
MCMT
1930
Moon Capital Management (Tennessee)
Tennessee
$3K +$3K +81,143 New
TFA
1931
Toth Financial Advisory
Virginia
$2K – – –
CFD
1932
Creative Financial Designs
Indiana
$2K +$2K +43 New
WA
1933
WestEnd Advisors
North Carolina
$1.51K +$1.51K +30 New
SL
1934
Salomon & Ludwin
Virginia
$1K – – –
AMCA
1935
Arthur M. Cohen & Associates
Illinois
$679 +$90 +2,050 +15%
SWP
1936
Strategic Wealth Partners
Ohio
$192 -$95 -1,939 -33%
AL
1937
AJO LP
Pennsylvania
– -$107M -2,250,751 Closed
Voloridge Investment Management
1938
Voloridge Investment Management
Florida
– -$58.4M -1,234,787 Closed
LCM
1939
Lakewood Capital Management
New York
– -$50.8M -1,074,365 Closed
CBOA
1940
Commonwealth Bank of Australia
Australia
– -$41.7M -880,745 Closed
VCM
1941
Voleon Capital Management
California
– -$40.2M -850,000 Closed
MSV
1942
MN Services Vermogensbeheer
Netherlands
– -$35M -740,620 Closed
AU
1943
Algebris (UK)
United Kingdom
– -$19.4M -409,591 Closed
DC
1944
DPM Capital
Florida
– -$19.3M -408,100 Closed
GCM
1945
Grisanti Capital Management
New York
– -$12.5M -264,441 Closed
ACM
1946
Advisors Capital Management
New Jersey
– -$8.64M -182,539 Closed
VIA
1947
Vantis Investment Advisers
Florida
– -$8.6M -181,800 Closed
DP
1948
DDD Partners
Washington
– -$8.58M -181,331 Closed
CAM
1949
Centre Asset Management
New York
– -$8.2M -173,200 Closed
TEE
1950
Tibra Equities Europe
United Kingdom
– -$7.09M -149,900 Closed
76 77
78
79 80